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Rich Clients Want Lending. Merrill Lynch Is Ready for Them

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Merrill launched a new credit unit for high- and ultra-high net worth clients last week.

1 min read
Advisor Upside

What to Ask During Client Discovery Meetings

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Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read
Advisor Upside

What It Means to Serve Women Clients

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Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read
CIO Upside

Salesforce Patent Could Recycle AI Model Outputs

Photo via U.S. Patent and Trademark Office

Reusing old responses could help save the model energy.

1 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

For Elderly Clients, Home Design Is the New Hot Ticket

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

2 min read
Anthropic Bets Big on Wealth Management with New AI Tools

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2 min read
Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

1 min read

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